Michael David Machnowski

Employer firm

Moneta Group Investment Advisors, LLC CRD 104727

$50.5B regulatory AUM 638 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2022-03-02
MA	RA	APPROVED	2021-02-23
KS	RA	APPROVED	2021-02-15
MO	RA	APPROVED	2021-02-15

NH RA
APPROVED

Since 2022-03-02
MA RA
APPROVED

Since 2021-02-23
KS RA
APPROVED

Since 2021-02-15
MO RA
APPROVED

Since 2021-02-15

Branch Locations

1 Mercantile, Suite 750, Worcester, MA 01608 • United States

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	Waltham	MA	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Waltham	MA	11/2016	09/2019
The Berry Group, Llc	Worcester	MA	09/2019	02/2021
Moneta Group Investment Advisors, Llc	St. Louis	MO	02/2021	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Waltham, MA
11/2016 → 09/2019

Wells Fargo Clearing Services, Llc

Waltham, MA
09/2019 → 02/2021

The Berry Group, Llc

Worcester, MA
02/2021 → Present

Moneta Group Investment Advisors, Llc

St. Louis, MO

Previous Registrations

2020-02-07 → 2021-02-12

The Berry Group

Worcester, MA
2019-10-18 → 2019-12-31

The Berry Group

Worcester, MA

Other Businesses

Tower Hill Botanic Garden, investment-related, Address: 11 French Drive Boylston, MA 01505, Business Nature: Public garden non-profit entity, Position: Treasurer, Trustee/Board Member, Start Date: May 28, 2020, # of Hours/month: 1-5 (outside trading hours), 1-5 (during trading hours), Duties: Report financial to board members, Chair the finance/investment committee

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-11-01

S66 Uniform Combined State Law Examination

2000-11-01

Designations

Certified Financial Planner

Other Names

Michael D Machnowski
Michael David Machnowski

View on SEC IAPD